Commercial Lines Assistant Account Manager

2 weeks ago

Lubbock, United States Alera Group, Inc. Full time

Overview:

Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add an Assistant Commercial Lines Account Manager to our team

At Sanford & Tatum, we take pride in the fact that weve always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies.

The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing theyre well covered against losses both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. Its about keeping their best interests at heart. Its about demonstrating a higher level of caring.

Responsibilities:

PRIMARY FUNCTIONS:

  • Provide assistance to account managers and producers in handling and processing of new and renewal commercial lines business.
  • Provide in-house customer service to clients as assigned and requested.


MAJOR RESPONSIBILITIES

  • Coordinate expirations with producer to obtain renewal and/or new business information. Maintain renewal review spreadsheet.
  • Request bids from carriers; follow-up on receipt of proposals and verify bid specifications.
  • Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
  • Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed.
  • Receive phone calls from clients and companies regarding insurance, claims, or administrative problems.
  • Document service issues and meetings/phone calls with clients.
  • Maintain a suspense system to follow-up on outstanding issues, correspondence, reports, and follow-up on overdue and suspense items.
  • Be familiar with and follow agency E&O guidelines.
  • Perform special projects at managements request.
Qualifications:
  • Must be a self-starter, imaginative and creative with good communication skills both verbal and written. Should have thorough understanding of Property & Casualty underwriting and coverages.
  • Working knowledge of computer. Previous experience with copier, fax, email, and other electronics.
  • Minimum 1-year experience in a similar position is desirable. Must be licensed per state requirements.


Equal Opportunity Employment:

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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